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BLUE MARBLE INVESTMENTS

SANTA BARBARA, CA · CRD 141354 · IAPD ↗ · 805-595-1820

$205.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — BLUE MARBLE INVESTMENTS notice-filed in DC, GA, IN, ME, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — BLUE MARBLE INVESTMENTS moved its main office from SAN LUIS OBISPO, CA to SANTA BARBARA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.